Sending individual surveys via Castor Connect app
Once you have set up a mobile-enabled survey package, you can send it to individual participants or in bulk.
To send an individual survey package via Castor Connect:
Open a participant record from the Participants overview
Navigate to the Surveys tab.
Click the + Create button.
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Complete the required fields:
Survey Package: Select your mobile-enabled survey package.
Email: Pre-populated with the participant's primary email address if available. This address receives the initial authentication email (subsequent invitations automatically appear directly in the app). If you enter a new email address, you can save it to the participant's record to ensure all future survey invitations are sent to the newly added email address.
Parent (Optional): Link the survey package to a specific Visit or Repeating Data form so submissions display correctly in study overviews.
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Available From Date/Time: Set when the survey should become available. If left empty or set to a past date, the survey sends immediately.
Note: The timestamp uses the Castor platform server time (e.g., UK server time for UK studies, NL server time for NL studies).
Schedule Repeated Survey (Optional): Configure recurring surveys across specific timepoints: Schedule surveys in CDMS
Click Create to schedule or send the survey package.
Sending bulk survey invitations via Castor Connect app
In addition to sending surveys individually, it is also possible to send a mass survey invitation to multiple participants at once. You can find detailed instructions on how to send bulk survey invite in the article Send bulk surveys in EDC/CDMS
Resend Castor Connect Activation Email
If a participant loses or replaces their device, deletes the app, or loses their activation email:
Open the participant's Survey Overview.
Click Castor Connect App section
Re-send the invitation via the pop-up window.
For detailed instructions and screenshots, see: Re-Activate Castor Connect App